Bernstein Private Wealth Management Tel Aviv
HaArba'a St 28
South Tower
Suite 1603 (16th floor)
Tel Aviv, 6473926
+972 3-5553300
Looking for a family office in Israel?
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What Sets Us Apart
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Global Families
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Entrepreneurs
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Corporate Executives
Local when it matters, global when it counts
Looking for a financial advisor in Israel? Bernstein Private Wealth Management serves as confidants to some of Israel’s most astute investors, helping them solve complex challenges—ones that extend well beyond managing their wealth.
What sets us apart from other family offices in Israel? We combine decades of experience with the “above and beyond” attitude of an intimate boutique.
Family office services in Israel
Below is just a sample of our offerings:
- Global (multi-currency) investment management and advisory services
- Local (ILS-denominated) investment management and advisory services (through Phoenix Israel)
- Private banking/insurance (through Phoenix Israel)
- Consolidated reporting
- Risk management
- Lifetime spending
- Global family-wealth planning
- Financial guidance for Olim
- Business sales /IPOs
- Philanthropy
- Investment policy
- Spending policy
- Concentrated stock positions
A partner in Israel
As proud members of the Tel Aviv community, we feel a deep sense of responsibility to give back and make a positive impact. Many organizations have benefited from our active volunteer base, including Magen David Adom, NCSY Israel, and Hadassah Medical Center, just to name a few. Whether through time, talent, civic engagement, or donations, we believe that we can help build a stronger, more vibrant community for everyone.
Our commitment to Jewish philanthropy
Bernstein has a rich legacy in Jewish philanthropy. Inspired by the visionary leadership of our founder, Sanford C. Bernstein, we have long supported Jewish communities around the globe. Given our history, it’s no surprise that we’ve developed a distinct focus on faith-based and philanthropic individuals and institutions, part of an enduring tradition of transformative giving and impactful change. Learn more about our storied history, from our dedicated Foundation & Institutional Advisory Team to our expanding presence in Israel.
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Our Senior
Leadership Team
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Nam Maximus
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Nam Maximus
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Nam Maximus
Our Management
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Nam Maximus
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Nam Maximus
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Nam Maximus
Our Advisors and Strategists
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Curabitur Vestibulum Magna
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Curabitur Vestibulum Magna
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Curabitur Vestibulum Magna
Uncertain times, clear advice
Your investments are important to you—they’re your means of reaching your financial goals and achieving better outcomes in life. That’s why Bernstein Private Wealth Management’s Tel Aviv office is here to help you explore the opportunities and risks of the world’s capital markets and the innovations that shape them. We understand that in risk-on, risk-off environments, it’s tempting to overcorrect. Instead, we’ll help you overcome your emotions and keep your portfolio on track by lending some much-needed perspective.
Have you fortified your portfolio against unexpected challenges?
While capital markets and the economy are constantly evolving, that’s just one aspect of your wider wealth. For all of life’s important questions—whether you’re assessing your cash flow or philanthropic capacity, analyzing the sale of your business, or planning your legacy—our financial advisors in Israel can help. We serve as both a personal advisor and facilitator, creating a long-term financial strategy to ensure your wealth can withstand unexpected challenges.